Gateway Financial Partners Adds Wealth.com Estate Planning Tools
The tech-driven collaboration enables the firm's advisors to serve clients more comprehensively.
Gateway Financial Partners, a hybrid RIA, has entered into a strategic partnership with wealth.com.
The collaboration with the estate planning technology platform provider equips Gateway’s advisors with tech-driven estate planning tools, enabling them to serve clients more comprehensively with features like guided plan creation, visual estate plan flowcharts and key document creation.
“This partnership reinforces our dedication to exceptional service and continuous improvement — all while strengthening our advisors’ ability to better connect with clients and provide meaningful support,” David Wood, founder of Gateway Financial Partners, said in a statement.
“It is exciting to see the team at Gateway continue to expand its offerings for its clients,” added Tim White, co-founder and chief partnership officer at wealth.com. “This partnership reflects not only the growing demand for estate planning resources among advisors, but also the recognition that wealth.com continues to be a leading provider of the tools and technology necessary to meet those needs.”
In a recent interview with ThinkAdvisor, White said that clients are calling on financial advisors to deliver more holistic services that go beyond portfolio building and organizing retirement income. That increasingly includes support with estate and legacy planning.
Getting the right legal documents and financial instruments in place is essential, White argued, from standard wills and power of attorney documents to more intricate trusts and estate planning vehicles.
Gateway supports 170 licensed advisors across 26 states, 95 support team members and 265 total affiliations. Its advisors oversee some $6 billion in assets.
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